Files
accounted/app/api/transactions/[id]/describe/route.ts
T
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in import page (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for second company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in extension components (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 16:41:52 +02:00

205 lines
6.7 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { DescribeTransactionSchema } from '@/lib/api/schemas'
import { extensionRegistry } from '@/lib/extensions/registry'
import { findMatchingTemplates, type TemplateMatch } from '@/lib/bookkeeping/booking-templates'
import { findCounterpartyTemplate, buildMappingResultFromCounterpartyTemplate, formatCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
import { requireCompanyId } from '@/lib/company/context'
import type { Transaction, EntityType, VatTreatment } from '@/types'
import type { Extension } from '@/lib/extensions/types'
interface DescriptionAnalysisInput {
description: string
transactionAmount: number
transactionDate: string
transactionDescription: string
merchantName: string | null
currency: string
entityType: EntityType
}
interface DescriptionAnalysisResult {
debitAccount: string
creditAccount: string
vatTreatment: VatTreatment | null
category: string
confidence: number
reasoning: string
warnings: string[]
templateId: string | null
}
ensureInitialized()
async function getTemplateMatches(
aiExt: Extension | undefined,
transaction: Transaction,
entityType: EntityType,
description: string
): Promise<TemplateMatch[]> {
if (aiExt?.services?.findSimilarTemplates) {
return aiExt.services.findSimilarTemplates(transaction, entityType, 10, description)
}
return findMatchingTemplates(transaction, entityType)
}
async function getAiAnalysis(
aiExt: Extension | undefined,
transaction: Transaction,
entityType: EntityType,
description: string
): Promise<DescriptionAnalysisResult | null> {
if (!aiExt?.services?.analyzeDescription) return null
try {
const input: DescriptionAnalysisInput = {
description,
transactionAmount: transaction.amount,
transactionDate: transaction.date,
transactionDescription: transaction.description,
merchantName: transaction.merchant_name,
currency: transaction.currency,
entityType,
}
return await aiExt.services.analyzeDescription(input)
} catch (error) {
console.error('[describe] AI analysis failed, continuing with templates only:', error)
return null
}
}
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const supabase = await createClient()
const { id } = await params
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const companyId = await requireCompanyId(supabase, user.id)
const validation = await validateBody(request, DescribeTransactionSchema)
if (!validation.success) return validation.response
const { description } = validation.data
// Fetch the transaction (validates ownership)
const { data: transaction, error: fetchError } = await supabase
.from('transactions')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.single()
if (fetchError || !transaction) {
return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
}
// Fetch entity type
const { data: settings } = await supabase
.from('company_settings')
.select('entity_type')
.eq('company_id', companyId)
.single()
const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
const aiExt = extensionRegistry.get('ai-categorization')
// Run template matching, counterparty lookup, and AI analysis in parallel
const [templates, counterpartyMatch, aiSuggestion] = await Promise.all([
getTemplateMatches(aiExt, transaction as Transaction, entityType, description),
findCounterpartyTemplate(supabase, user.id, transaction as Transaction),
getAiAnalysis(aiExt, transaction as Transaction, entityType, description),
])
// Build counterparty suggestion if matched
let counterpartySuggestion: {
id: string
counterparty_name: string
debit_account: string
credit_account: string
vat_treatment: string | null
confidence: number
occurrence_count: number
source: string
line_pattern: unknown[] | null
} | null = null
if (counterpartyMatch) {
const tmpl = counterpartyMatch.template
counterpartySuggestion = {
id: tmpl.id,
counterparty_name: formatCounterpartyName(tmpl.counterparty_name),
debit_account: tmpl.debit_account,
credit_account: tmpl.credit_account,
vat_treatment: tmpl.vat_treatment,
line_pattern: tmpl.line_pattern ?? null,
confidence: counterpartyMatch.confidence,
occurrence_count: tmpl.occurrence_count,
source: tmpl.source,
}
}
// AI or counterparty match rescues weak templates
const needsMoreDetail = (aiSuggestion || counterpartySuggestion)
? false
: templates.length === 0 || templates[0].confidence < 0.55
// Count uncategorized sibling transactions from same merchant
let batchCandidateCount = 0
if (transaction.merchant_name) {
const { count } = await supabase
.from('transactions')
.select('id', { count: 'exact', head: true })
.eq('company_id', companyId)
.eq('merchant_name', transaction.merchant_name)
.is('journal_entry_id', null)
.neq('id', id)
batchCandidateCount = count || 0
}
return NextResponse.json({
data: {
templates: templates.map((m) => ({
template_id: m.template.id,
name_sv: m.template.name_sv,
name_en: m.template.name_en,
group: m.template.group,
debit_account: m.template.debit_account,
credit_account: m.template.credit_account,
confidence: m.confidence,
description_sv: m.template.description_sv,
vat_rate: m.template.vat_rate,
vat_treatment: m.template.vat_treatment,
deductibility: m.template.deductibility,
deductibility_note_sv: m.template.deductibility_note_sv || null,
special_rules_sv: m.template.special_rules_sv || null,
risk_level: m.template.risk_level,
})),
counterparty_match: counterpartySuggestion,
ai_suggestion: aiSuggestion ? {
debit_account: aiSuggestion.debitAccount,
credit_account: aiSuggestion.creditAccount,
vat_treatment: aiSuggestion.vatTreatment,
category: aiSuggestion.category,
confidence: aiSuggestion.confidence,
reasoning: aiSuggestion.reasoning,
warnings: aiSuggestion.warnings,
template_id: aiSuggestion.templateId,
} : null,
needs_more_detail: needsMoreDetail,
user_description: description,
batch_candidate_count: batchCandidateCount,
merchant_name: transaction.merchant_name,
},
})
}